Virtual Program

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Event Date Wed Feb 10 EST (8 months ago)
Location Virtual Program
Region Americas

Join Institutional Investor’s RIA Institute for an interactive discussion of the world of fixed income. Are bonds and credit at a crossroads? Our panel discussion and working breakout groups will tackle this very concept, shedding light on what may be to come for the fixed income space and how we can evaluate the role it plays in clients’ portfolios accordingly.


2021 Speakers

Adam Phillips CFA, CFP®
Director of Portfolio Strategy, EP Wealth Advisors

Janet Rilling, CFA
Senior Portfolio Manager, Head of Multi Sector Fixed Income - Plus and High Yield, WFAM Global Fixed Income, Wells Fargo Asset Management

Jeff Klingelhofer, CFA
Co-Head of Investments and Managing Director, Thornburg Investment Management

Kris Moreton, CFA
Senior Vice President, Fixed Income Client Portfolio Manager, Columbia Threadneedle Investments